Advisor at Midwest Professional Planners, Ltd.
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Firm
Midwest Professional Planners, Ltd.
Location
Duluth, MN 55802
Credentials
CFP®, Series 66
Industry experience
10 years
Kara Proctor is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Midwest Professional Planners, Ltd. She previously worked at U.S. Bank and RSM US Wealth Management, LLC. Proctor is involved in her community as the treasurer of the Superior Douglas County Family YMCA and has served as past president and board member of the Duluth Superior Eco Rotary. Midwest Professional Planners, Ltd. provides financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm employs a variety of investment strategies, including model portfolios, individual equities, fixed income, and ETFs, and offers specialized services such as retirement coaching, divorce planning, and retirement plan consulting.
Based on Midwest Professional Planners, Ltd.
Based on Midwest Professional Planners, Ltd.
Financial planning and consulting services fees range from $2,500 to $25,000; initial retainer for divorce planning services is $2,500
Commissions are charged for certain securities transactions by registered representatives of APW; MPPL does not share in commissions
Hourly financial planning fees from $50/hour up to $600/hour depending on professional
Account minimum: $100,000 Fee-only: Financial planning fees range from $2,500 to $25,000 depending on scope and complexity; hourly fees range from $50/hour to $600/hour
309 W. Superior Street
Duluth, MN 55802
Minnesota
Midwest Professional Planners, Ltd.
2026 - Present (1 year)
Midwest Professional Planners, Ltd.
2025 - Present (1 year)
Midwest Professional Planners, Ltd
2022 - Present (4 years)
Midwest Professional Planners, Ltd
2021 - 2025 (4 years)
U.S. Bank
2019 - 2021 (2 years)
Rsm Us Wealth Management, Llc
2013 - 2019 (6 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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